Senior Partner Practice of St. James's Place Wealth Management
Geoffrey Winchester MSCI CFP - Chartered Wealth Manager & Director
With over a decade of experience within Wealth Management, Geoff has attained Certified Financial Planner status – this is the only globally recognised mark of excellence in the financial planning industry. He also holds the prestigious Chartered Wealth Manager qualification from the Chartered Institute of Securities and Investment.
He is a qualified stockbroker and holds the Certificate in Securities.
At the heart of the service offered by WB Wealth Limited is Geoff’s belief in effective communication to ensure that clients are kept informed of issues that may affect their financial wellbeing. As such they regularly publishes a range of newsletters exclusively for their clients, including a weekly Monday Market Bulletin and quarterly magazine, The Investor - More information is available by clicking the Market Update link on the home page.
Away from financial services Geoff enjoys playing golf, tennis and generally being active. He loves watching or talking about any sport, particularly rugby!
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
WB Wealth Limited is registered in England and Wales, Number 08563741. Registered Office: 11 Hamilton Place, Mayfair, London, W1J 7DR.